Are Estate planners very busy during covid? Some have told me they are not and it surprised me.

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We’re about status quo here but not marketing aggressively Bc our office hours are down anyway. Had a couple new clients due to covid for estate plans but that’s it.

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We have been pretty busy. A lot of new clients (some anxious to get documents done, new estates, new Medicaid applications). Have been doing a lot of virtual executions and socially distant backyard executions for documents

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For those offering the option of retaining client's original estate planning documents and storing them offsite, what are your policies? I'm shopping around for off-site options. Any tips on what to look for?

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How do you get a credit report for a deceased person, without being the executor?

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